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Code Issues Releases Activity Actions

Scaffold out basic transactions model and UI (#478)

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* Transaction scaffold

* Rough in transaction views

* Fix sort order

* Fix mass assignment issue

* Fix test

* Simplify CI workflow

* Don't seed db before test
This commit is contained in:
Zach Gollwitzer 2024-02-23 21:34:33 -05:00 • committed by GitHub
parent e767aca37f
commit 87b97b3c41
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GPG key ID: B5690EEEBB952194
26 changed files with 430 additions and 44 deletions
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29
app/views/accounts/_account_history.html.erb Normal file
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@ -0,0 +1,29 @@
<%# locals: (account:, valuation_series:) %>
<div class="bg-white space-y-4 p-5 border border-alpha-black-25 rounded-xl shadow-xs">
<div class="flex justify-between items-center">
<h3 class="font-medium text-lg">History</h3>
<%= link_to new_account_valuation_path(account), data: { turbo_frame: dom_id(Valuation.new) }, class: "flex gap-1 font-medium items-center bg-gray-50 text-gray-900 p-2 rounded-lg" do %>
<%= lucide_icon("plus", class: "w-5 h-5 text-gray-900") %>
<span class="text-sm">New entry</span>
<% end %>
</div>
<div class="rounded-xl bg-gray-25 p-1">
<div class="flex flex-col rounded-lg space-y-1">
<div class="text-xs font-medium text-gray-500 uppercase flex items-center px-4 py-2">
<div class="w-16">date</div>
<div class="flex items-center justify-between grow">
<div></div>
<div>value</div>
</div>
<div class="w-56 text-right">change</div>
<div class="w-[72px]"></div>
</div>
<div class="rounded-lg bg-white border-alpha-black-25 shadow-xs">
<%= turbo_frame_tag dom_id(Valuation.new) %>
<%= turbo_frame_tag "valuations_list" do %>
<%= render partial: "accounts/account_valuation_list", locals: { valuation_series: valuation_series } %>
<% end %>
</div>
</div>
</div>
</div>

19
app/views/accounts/_transactions.html.erb Normal file
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@ -0,0 +1,19 @@
<%# locals: (transactions:)%>
<div class="bg-white space-y-4 p-5 border border-alpha-black-25 rounded-xl shadow-xs">
<div class="flex justify-between items-center">
<h3 class="font-medium text-lg">Transactions</h3>
<%= link_to new_transaction_path, class: "flex gap-1 font-medium items-center bg-gray-50 text-gray-900 p-2 rounded-lg" do %>
<%= lucide_icon("plus", class: "w-5 h-5 text-gray-900") %>
<span class="text-sm">New transaction</span>
<% end %>
</div>
<% if transactions.empty? %>
<p class="text-gray-500 py-4">No transactions for this account yet.</p>
<% else %>
<div class="space-y-6">
<% transactions.group_by { |transaction| transaction.date }.each do |date, grouped_transactions| %>
<%= render partial: "transactions/transaction_group", locals: { date: date, transactions: grouped_transactions } %>
<% end %>
</div>
<% end %>
</div>

34
app/views/accounts/show.html.erb
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@ -59,31 +59,17 @@
<% end %>
</div>
</div>
<div class="bg-white space-y-4 p-5 border border-alpha-black-25 rounded-xl shadow-xs">
<div class="flex justify-between items-center">
<h3 class="font-medium text-lg">History</h3>
<%= link_to new_account_valuation_path(@account), data: { turbo_frame: dom_id(Valuation.new) }, class: "flex gap-1 font-medium items-center bg-gray-50 text-gray-900 p-2 rounded-lg" do %>
<%= lucide_icon("plus", class: "w-5 h-5 text-gray-900") %>
<span class="text-sm">New entry</span>
<% end %>
<div data-controller="tabs" data-tabs-active-class="bg-gray-100" data-tabs-default-tab-value="account-history-tab">
<div class="flex gap-1 text-sm text-gray-900 font-medium mb-4">
<button data-id="account-history-tab" class="p-2 rounded-lg" data-tabs-target="btn" data-action="click->tabs#select">History</button>
<button data-id="account-transactions-tab" class="p-2 rounded-lg" data-tabs-target="btn" data-action="click->tabs#select">Transactions</button>
</div>
<div class="rounded-xl bg-gray-25 p-1">
<div class="flex flex-col rounded-lg space-y-1">
<div class="text-xs font-medium text-gray-500 uppercase flex items-center px-4 py-2">
<div class="w-16">date</div>
<div class="flex items-center justify-between grow">
<div></div>
<div>value</div>
</div>
<div class="w-56 text-right">change</div>
<div class="w-[72px]"></div>
</div>
<div class="rounded-lg bg-white border-alpha-black-25 shadow-xs">
<%= turbo_frame_tag dom_id(Valuation.new) %>
<%= turbo_frame_tag "valuations_list" do %>
<%= render partial: "accounts/account_valuation_list", locals: { valuation_series: @valuation_series } %>
<% end %>
</div>
<div class="min-h-[800px]">
<div data-tabs-target="tab" id="account-history-tab">
<%= render partial: "accounts/account_history", locals: { account: @account, valuation_series: @valuation_series } %>
</div>
<div data-tabs-target="tab" id="account-transactions-tab">
<%= render partial: "accounts/transactions", locals: { transactions: @account.transactions.order(date: :desc) } %>
</div>
</div>
</div>